Dr. David Klock,
The Forum Leader
“Through the successes and challenges of running a start-up business that fortunately evolved into something much bigger, I learned that a disciplined and proactive approach to planning was imperative. Our team came to clearly understand that this extended beyond operational or financial budgeting initiatives. In particular, an understanding of how and when to access the broader capital markets to timely meet the many needs we had through our lifecycle—capital to fund growth initiatives, recapitalize our balance sheet or achieve liquidity—was an imperative part of our ability to deliver value to our shareholders.”
-David Klock, Ph.D.
THE FOUNDERS FORUM
THE DANGER OF DELAY: Planning Now to Maximize and Realize Future Value in Private Companies
Dr. David Klock and Founders Investment Banking have created the Founders Forum to equip owners and executives with ideas and insights on ways to build and—at the right time—realize value in their private companies. Specifically, the Forum is focused on addressing the following topics for private, middle market companies:
I. How the current economic environment and capital markets influence the value of a business
II. How to build strategies that maximize shareholder value from a market perspective
III. How various types of transactions can help business owners accomplish their goals and objectives
IV. How to assess optimal timing for a transaction, both buy and sell-side, relative to the evolving markets
David Klock, Ph.D., is the former Chairman and CEO of CompBenefits Corporation and the current Dean of UAB’s School of Business. During his involvement with CompBenefits, Dr. Klock was instrumental in growing the company from $30 million to over $340 million in revenue, while also achieving industry-leading profit margins. Please click here for a complete description of Dr. Klock’s background and experience.
“I was extremely impressed with all aspects of the Founders Forum. The Forum was well organized and extremely educational. Dean Klock’s firsthand experience with the various stages of corporate lifecycles and Capital Markets make him the perfect leader. In addition, the interactive nature of the Forum allowed me to gain insight from the experiences of other CEOs and owners of mid-sized businesses. I highly recommend this event to any CEO/Owner who wants to maximize the value of a company.”
-Lilley, CEO/Owner, CTS, Inc.
“David Klock and Founders Investment Bank make a great combination in their Founders Forum. Klock is a “been-there-done-that” entrepreneur whose personal experience stories about preparing for and executing on business exit plans are factual and credible. The well-organized manual is a take-home bible for the wanna-be former founder. The Forum will be the most valuable day you spend this year.”
-Dick Reeves, Executive Chairman, Prodigy Biosystems
February 28, 2012
North River Yacht Club - Tuscaloosa, AL
8:30 AM to 3:30 PM
Continental breakfast and lunch provided
$400 per participant ($250 if registered by February 14)
Founders Featured in The Birmingham News
The Birmingham News sat down with Duane Donner, Managing Partner, to learn how Founders is filling a need for middle market companies. (read more)
